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TUE 29 SEPT 2026 · 86 new pieces this week

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Jess Schram
The Durable Majority
AI is enabling a new class of profitable, capital-efficient software companies that venture is ill-equipped to fund.
Menlo VC
2026: The State of Consumer AI
Consumer AI spending tripled to $40B in 2026 while adoption grew just 3 points, as existing users deepened engagement through higher payment rates (55%), daily…
Emily Man
Enterprise AI is Finally Delivering on the Promise SaaS Made
Enterprise AI's real opportunity isn't raw intelligence—it's encoding organizational expertise through continual learning loops that compound across customer…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateConsumerMarketing & Sales TechRoboticsCybersecurityBanking & Capital MarketsManufacturing & IndustrialsRetail & E-commerce

Wednesday, 2 September 2026

2 pieces
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Next Michael BurryAI · Market
Entrepreneur First
Portfolio News | Summer 2026Market · AI · Infra

Tuesday, 1 September 2026

8 pieces
Obvious Ventures
In Response to Bill Gates: It’s Time to Reimagine CapitalismAI · Market
A Wealth of Common Sense · Ben Carlson
14 Questions I’m Thinking AboutAI · Banking · Market
Patrick Salyer
The new Series A is the old Series B.Market
Lolita Taub
🌛 Dark factories, AI decks, immigrant founders, $1.5M+ funding opportunities, and moreMarket
Ian's Blog: Nominal Returns · Ian Gutterman
The Time Value of Money, RevisitedMarket · AI
Carried Away
Three Beach MinimumMarket · AI
A16Z
“Enshittification” Isn’t RealMedia · Market
Madrona Ventures
Revenue Teams Don’t Need Another Tool, They Need the Truth – Our Investment in SciFinEnterprise · Market

Monday, 31 August 2026

8 pieces
Nikunj Kothari
The New ValleyAI · Market
Equal Ventures
Announcing the Additions of Jon and Sophia to the Equal Ventures Team Market
Continuations · Albert Wenger
Universal Moral Core Principle 2: ImplicationsAI · Market
Adrian Radu
The Great AI Talent ConcentrationAI · Market
Madrona Ventures
Introducing the 2026 Intelligent Applications 40AI · Market
A16Z
Expanding the a16z Growth Fund and PlatformMarket
Climate Tech VC
🌎 How founders are raising in 2026 #311Climate · Market
Kenneth Auchenberg
Build the damn best product.Market

Sunday, 30 August 2026

2 pieces
Hunter Walk
Does Your Startup Have an AI Writing Policy Yet? Here’s One from Clay.Market · Enterprise · AI
Hunter Walk
Does Your Startup Have an AI Writing Policy Yet? Here’s One from Clay.Market

Saturday, 29 August 2026

2 pieces
Lenny's Newsletter
🧠 Community Wisdom: Building without clear PM requirements, selling a product before building it, pricing fast-moving B2B SaaS, a year of job hunting, and moreMarket
Kyle Harrison
Humility Hard HatsMarket

Friday, 28 August 2026

3 pieces
Climate Tech VC
🌍 2026 Founder Survey by CTVC and Elemental Impact!Climate · Market
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: Will California Go Broke?Gov · Market · Fintech
Peter G Schmidt · Peter G Schmidt
State of the Venture Market - 2026Market · AI

Thursday, 27 August 2026

8 pieces
Earnest Sweat
The Corner ThreeMarket
A Wealth of Common Sense · Ben Carlson
10 Things You Need to Know About Investing in StocksMarket
Phin Barnes
Natural ValueAI · Enterprise · Market
Turner Novak
🎧🍌 Why America is the Best Emerging Market | Chris Olsen, Drive CapitalMarket
Jared Heyman
On why you should invest in the most expensive YC startupsMarket
A16Z
You are not a model. Don’t price per token.AI · Enterprise · Market
Megan Maloney
Spotlight: How Popcall is Driving Human Connection and Earnings for CreatorsMedia · Market · Consumer
Extantia Capital
Putting humanoids to work on Europe’s factory floorsRobotics · Industrials · Market

Wednesday, 26 August 2026

7 pieces
Nikunj Kothari
Being legible to capitalMarket
A16Z Crypto
Beyond slop, taste, and AI moral panic: What social science tells usAI · Market
Euclid Ventures
Nobody Wants Your SoftwareAI · Enterprise · Market
David Cahn
They Built the Team. They Raised the Money. Now What?Market
Newcomer · Eric Newcomer
A16z’s Martin Casado: Bullish on AI Apps, Bearish on Lone Ranger VCs Market · AI
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Are Free Markets Dead?Market
Venture Prose
Timing, Attitude and DiscernmentAI · Market
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